9月1日，Bloom Energy盘中下跌4%，报198.33美元/股，成交额3.79亿美元，股价跌破200美元整数关口。
消息面上，多家律所近期密集发布投资者提醒，推进针对Bloom Energy的证券集体诉讼，征集首席原告截止日期为9月28日。此前做空机构发布报告指控公司实际依赖中国钪材料，并追踪到四条中国关联供应链路径，而公司此前曾表示在中国无重大供应链敞口。该报告发布当日股价即跌逾5.7%，此后诉讼进展持续构成估值压力。
与此同时，重型电气设备板块整体承压，GE Vernova跌2.53%，X-Energy跌3.55%，NuScale Power跌4.37%，INNIO Holding跌4.28%，Forgent Power Solutions跌3.05%，板块内无一上涨，系统性抛压进一步放大了个股跌幅。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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